Spencer Jeffrey Orlando
Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
8 yearsExperience
2 statesRegistered in
$1.8TFirm assets
47 yearsFirm in business
Are you Spencer Jeffrey Orlando? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
8 years in the industry.
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedMar 2021 to now
- Bank of America National AssociationAug 2022 to Jun 2024
- Extended TravelJun 2022 to Aug 2022
- Bank of America National AssociationMar 2021 to Jun 2022
- UnemployedFeb 2021 to Mar 2021
- Rocket Auto, LLCSep 2020 to Feb 2021
- Extended TravelAug 2020 to Sep 2020
- Ann Arbor Bivouac IncApr 2019 to Aug 2020
- Vf Outdoor, LLCMay 2018 to Apr 2019
- University of MichiganSep 2017 to Jun 2020
- UnemployedAug 2017 to Sep 2017
- Jcpenney Corporation, Inc.Feb 2017 to Aug 2017
- Washtenaw Community CollegeAug 2016 to Aug 2018
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 2 states (MI, TX).
Merrill Lynch, Pierce, Fenner & Smith Incorporated
$1.8TAssets managed
1,838,984Clients
25,558Advisers
47 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7946500
- Firm CRD
- 7691